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pohob, page-9

  1. 5,322 Posts.
    Ladies and Gents- I will bet my first born (sorry Emma) that POH will have 2-3 commercial deals up done and dusted by March 09- and the first of which will come before Xmas 08.

    Each deal is worth 60- 80 cents ps- so is POH a buy at 9 cents? Worth a punt you would think.

    As for a lack of serious pharmas or specialist funds on the register?

    Look at the collaborations we have in place- for example Nestle- biggest food co on the planet is fully funding POH research into Metabollic Syndrome-( MS is characterised by a group of metabolic risk factors – abdominal obesity and elevated blood pressure, cholesterol, triglycerides and blood glucose. The root causes of metabolic syndrome are overweight/obesity, physical inactivity, and genetic factors). In an effort to combat MS which is one of the fastest growing diseases in the western world- Nestle will look at launching a group of "functional foods" which have our patented Phospha-E as the blockbuster ingredient to combat MS. This Nestle Deal is already agreed upon- just needs completion of trials (refer co website) which are nearly done to trigger it. Nestle will receive under this deal worldwide exclusive licencing Phospha E and POH will be retain the exclusive manufacturing rights.

    Further POH have research colloborations in place with some of the most prestigious research facilities in the world incl :

    Joslin Diabetes Centre, Harvard Medical School, U.S.
    University of Berne, Berne, Switzerland
    UC Davis Medical Centre, Sacramento, U.S.
    University of Otago, Dunedin, New Zealand
    Tufts University, Boston, U.S.
    Monash University, Melbourne, Australia


    So we have in point of fact already earned the respect of important commercial and peer research groups through their collaborations which underscores the value and importance of our research and intellectual property.

    Not sure however that we want or need multinational pharmas on our share register- we dont want to be told how we should roll out our commecial dealings with these same players- now that would not be very smart-

    My confidence in our IP and science is unshakeable- my confidence in management has now been bolstered with the appointment of Fred Banti (US based Senior Vice President) and Michael Ashton(non Exec Director)- these chaps have massive commercial Pharma experience and demonstrate the co has now reached a stage where commercial outcomes have become a greater focus of co activity.

    Finally i note that we have enough cash in the bank to see us thru the 2009 clinical program-in these times of financial crisis the importance of this must not be undervalued by investors. That said the future commercial deals in the winds will generate milestone payments to ensure we wont need to go back to the market for funding...


    mmmm better pick up some more shares.....
 
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